wealth – INSPIRED

We Can All Be Philanthropists

Posted by
|Date: May 01, 2019
| 0 comments

We Can All Be Philanthropists

When I was young, I thought a philanthropist was someone who lived in a massive home and had “bags of mon ...

When I was young, I thought a philanthropist was someone who lived in a massive home and had “bags of money” that he or she doled out to have a hospital wing named after him or her. I have learned, ho ...

May 01, 2019
| by

| 0 comments

Read more
Support for Professional Development at SPH Provided in Memory of Long-Time Donor

Posted by
|Date: April 11, 2019
| 0 comments

Support for Professional Development at SPH Provided in Memory of Long-Time Donor

In January, a donation of $500,000 was made to the Saanich Peninsula Hospital & Healthcare Foundation ...

In January, a donation of $500,000 was made to the Saanich Peninsula Hospital & Healthcare Foundation (SPHHF) in honour of a much-loved wife and mother, Florence Yong. This generous gift is the fi ...

April 11, 2019
| by

| 0 comments

Read more
Joyful Aging on an Island Getaway

Posted by
|Date: May 01, 2018
| 0 comments

Joyful Aging on an Island Getaway

Rob Selmanovic may be a brilliant somatic yoga teacher, but when you hear the Hollyhock chef peal the bre ...

Rob Selmanovic may be a brilliant somatic yoga teacher, but when you hear the Hollyhock chef peal the breakfast gong, you drop your relaxation pose and dash like an upward facing dog to the dining hal ...

May 01, 2018
| by

| 0 comments

Read more
Often Overlooked Tax Credits for Seniors

Posted by
|Date: April 24, 2018
| 0 comments

Often Overlooked Tax Credits for Seniors

With time running short to file your taxes, our friends at TurboTax put together some often overlooked ta ...

With time running short to file your taxes, our friends at TurboTax put together some often overlooked tax credits for senior citizens to help maximize your return. Canadian seniors are eligible to re ...

April 24, 2018
| by

| 0 comments

Read more
Taming Market Volatility Through Diversification

Posted by
|Date: April 01, 2018
| 0 comments

Taming Market Volatility Through Diversification

One of the proven ways to reach your long-term financial goals is through an investment technique known a ...

One of the proven ways to reach your long-term financial goals is through an investment technique known as diversification. Diversification basically means spreading out your invested money across dif ...

April 01, 2018
| by

| 0 comments

Read more
Time for a Portfolio Spring Cleaning

Posted by
|Date: March 01, 2018
| 0 comments

Time for a Portfolio Spring Cleaning

Ahh, the arrival of spring. After a long, wet winter, it’s a welcomed breath of fresh air. For you, it’s ...

Ahh, the arrival of spring. After a long, wet winter, it’s a welcomed breath of fresh air. For you, it’s an opportunity to think strategically about your portfolios for the coming year. What better wa ...

March 01, 2018
| by

| 0 comments

Read more
RRSP vs. TFSA

Posted by
|Date: February 01, 2018
| 0 comments

RRSP vs. TFSA

In an ideal world, you would maximize your contributions to both RRSPs and TFSAs. Most Canadians, however ...

In an ideal world, you would maximize your contributions to both RRSPs and TFSAs. Most Canadians, however, can’t afford to do that while paying a mortgage, helping their kids through school and keepin ...

February 01, 2018
| by

| 0 comments

Read more
Personal Planning Tools

Posted by
|Date: February 01, 2018
| 0 comments

Personal Planning Tools

Tax season is a reminder to family caregivers to check on the necessary legal authority that allows them ...

Tax season is a reminder to family caregivers to check on the necessary legal authority that allows them to help a spouse, aging parent or other person they support. Many people tend to focus on estat ...

February 01, 2018
| by

| 0 comments

Read more
3 Ways to Put Your Tax Refund to Work

Posted by
|Date: January 01, 2018
| 0 comments

3 Ways to Put Your Tax Refund to Work

As you know, your tax refund is not found money - it was your money all along, which you lent to the fede ...

As you know, your tax refund is not found money - it was your money all along, which you lent to the federal government interest-free for the year. ...

January 01, 2018
| by

| 0 comments

Read more
Insurance – An Investing Perspective

Posted by
|Date: December 01, 2017
| 0 comments

Insurance – An Investing Perspective

Investors don’t usually think of insurance as part of their investment strategy, but they should. ...

Investors don’t usually think of insurance as part of their investment strategy, but they should. ...

December 01, 2017
| by

| 0 comments

Read more
Socially Responsible Investing – Doing the Right Thing?

Posted by
|Date: October 01, 2017
| 0 comments

Socially Responsible Investing – Doing the Right Thing?

Socially responsible investing (SRI) used to be a simple matter of spurning so-called “sin” stocks – usua ...

Socially responsible investing (SRI) used to be a simple matter of spurning so-called “sin” stocks – usually tobacco, liquor, gambling and weapons manufacturers. ...

October 01, 2017
| by

| 0 comments

Read more
Dealing with Volatility

Posted by
|Date: September 01, 2017
| 0 comments

Dealing with Volatility

There are bull markets, bear markets, and then there are the volatile markets that can create an emotiona ...

There are bull markets, bear markets, and then there are the volatile markets that can create an emotional rollercoaster for investors reacting to economic and political events. ...

September 01, 2017
| by

| 0 comments

Read more
Put a Price on Retirement

Posted by
|Date: August 01, 2017
| 0 comments

Put a Price on Retirement

Take the time to complete a financial plan as living and retiring in beautiful BC should be enjoyed! ...

Take the time to complete a financial plan as living and retiring in beautiful BC should be enjoyed! ...

August 01, 2017
| by

| 0 comments

Read more
Going for Everything

Posted by
|Date: October 01, 2015
| 0 comments

Going for Everything

Being the founder and CEO of the world's largest fitness club owned by a single individual doesn't happen ...

Being the founder and CEO of the world's largest fitness club owned by a single individual doesn't happen overnight. And it doesn't happen by accident – unless it does. David Patchell-Evans, affection ...

October 01, 2015
| by

| 0 comments

Read more
Creating a Legacy for Future Generations

Posted by
|Date: November 01, 2013
| 0 comments

Creating a Legacy for Future Generations

Imagine a world where you didn’t have to worry or wonder about the health and safety of future generation ...

Imagine a world where you didn’t have to worry or wonder about the health and safety of future generations. Imagine a world where everyone had access to food, shelter, water, a clean environment, medi ...

November 01, 2013
| by

| 0 comments

Read more